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Brickley Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Brickley Wealth Management’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Sell
10,227
-181
-2% -$23.1K 0.19% 29
2026
Q1 		$1.17M Sell
10,408
-462
-4% -$54.9K 0.2% 25
2025
Q4 		$1.31M Sell
10,870
-636
-6% -$76.3K 0.22% 23
2025
Q3 		$1.36M Sell
11,506
-8
-0.1% -$911 0.24% 22
2025
Q2 		$1.26M Sell
11,514
-347
-3% -$35K 0.25% 21
2025
Q1 		$1.16M Sell
11,861
-440
-4% -$46K 0.24% 21
2024
Q4 		$1.29M Sell
12,301
-314
-2% -$32.9K 0.26% 21
2024
Q3 		$1.28M Hold
12,615
– – 0.26% 22
2024
Q2 		$1.22M Sell
12,615
-714
-5% -$66.2K 0.27% 22
2024
Q1 		$1.24M Sell
13,329
-28
-0.2% -$2.49K 0.28% 22
2023
Q4 		$1.14M Hold
13,357
– – 0.27% 23
2023
Q3 		$1M Hold
13,357
– – 0.27% 22
2023
Q2 		$1.05M Buy
13,357
+8
+0.1% +$589 0.26% 24
2023
Q1 		$957K Buy
13,349
+157
+1% +$10.9K 0.26% 24
2022
Q4 		$869K Buy
13,192
+375
+3% +$25K 0.26% 26
2022
Q3 		$806K Sell
12,817
-140
-1% -$9.83K 0.26% 23
2022
Q2 		$860K Sell
12,957
-61
-0.5% -$4.41K 0.27% 27
2022
Q1 		$1.05M Buy
13,018
+376
+3% +$30.2K 0.28% 25
2021
Q4 		$1.11M Hold
12,642
– – 0.24% 26
2021
Q3 		$1.01M Hold
12,642
– – 0.25% 26
2021
Q2 		$1.01M Buy
12,642
+26
+0.2% +$2.02K 0.26% 26
2021
Q1 		$930K Buy
12,616
+2,926
+30% +$212K 0.25% 26
2020
Q4 		$680K Buy
9,690
+1,489
+18% +$98.3K 0.19% 26
2020
Q3 		$521K Buy
8,201
+847
+12% +$51.5K 0.15% 26
2020
Q2 		$415K Buy
7,354
+529
+8% +$27.8K 0.14% 27
2020
Q1 		$313K Buy
+6,825
New +$368K 0.13% 29

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Brickley Wealth Management's ESGV Position: Q2 2026 in Review

Brickley Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.7% in Q2 2026, selling an estimated $23.1K and leaving 10,227 shares worth $1.35M. The position accounts for 0.19% of the portfolio, ranked #29.

Brickley Wealth Management first reported a position in ESGV in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.36M in Q3 2025. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Brickley Wealth Management held 10,227 shares of Vanguard ESG US Stock ETF worth $1.35M as of Q2 2026.
  • Brickley Wealth Management sold 181 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $23.1K.
  • Vanguard ESG US Stock ETF made up 0.19% of Brickley Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Brickley Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 26 quarters since.
  • Brickley Wealth Management's Vanguard ESG US Stock ETF position peaked at $1.36M in Q3 2025.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.